2023 Form 5500 filing — Udelhoven 401(K) Plan & Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011154850NAL0037560096001) for Udelhoven 401(K) Plan & Trust, reported by Harding Holdings, Inc. under EIN 92-0110209 and plan number 001. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.1MReported net assets$13,126,205
Participants439
Provider compensation$25.8K2 Schedule C row(s)$25,824
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011154850NAL0037560096001
Plan sponsor
Harding Holdings, Inc.
EIN
92-0110209
Plan number
001
Location
Anchorage, AK
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
EmployerNot reported
Participant$565.9K
Full reported line items
Total assets (EOY)
$13,126,205
Total liabilities (EOY)
$0
Net assets (EOY)
$13,126,205
Participant contributions
$565,884
Total income / additions
$2,904,181
Benefits paid
$1,534,652
Administrative expenses
$82,124
Total expenses
$1,616,776
Net increase / (decrease)
$1,287,405
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $25.8K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011154850NAL0037560096001 cover?
It is the 2023 Form 5500 filing for Udelhoven 401(K) Plan & Trust, reported by Harding Holdings, Inc. (EIN 92-0110209).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages